Shelby Murel Marcotte
Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Ameriprise Financial Services, LLCMay 2020 to now
- Northern State UniversityNov 2019 to May 2020
- First State Bank of RoscoeMay 2019 to Nov 2019
- University of South DakotaOct 2018 to May 2019
- Marcotte FarmsMay 2018 to Jul 2018
- Shane O'conner ConstructionMay 2018 to Jul 2018
- University of South DakotaAug 2017 to May 2018
- Marcotte FarmsMay 2017 to Aug 2017
- University of South DakotaJan 2017 to May 2017
- United States Marine CorpsDec 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (SD, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7259582
- Firm CRD
- 6363